Patricia Lynn Brady
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
1 stateRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Edelman Financial EnginesAug 2026 to now
- Assetmark Brokerage, LLCApr 2022 to now
- Assetmark Financial Holdings, IncApr 2022 to now
- Assetmark, IncApr 2022 to now
- Hightower Advisors LLCOct 2020 to May 2021
- Hightower Securities LLCOct 2020 to May 2021
- Tbradyllc, dba Adviser2ceoSep 2019 to Apr 2022
- Principle Wealth Partners LLCFeb 2019 to Sep 2019
- Dynasty Financial Partners, LLCMay 2018 to Jan 2019
- Dynasty Securities, LLCMay 2018 to Jan 2019
- Beirne Wealth Consulting Services, LLCJan 2016 to May 2018
- Purshe Kaplan Sterling InvestmentsJan 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (NY).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2330553
- Firm CRD
- 104510